AI Holders Summary · Q1 2026

102 institutions reported CRF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 23.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$40M5.8M0.81%Q1 2026 02

Alpine Global Management, LLC

CIK 0001581655

$21M3.0M3.10%Q1 2026 03

Sculptor Capital LP

CIK 0001054587

$19M2.8M0.20%Q1 2026 04

Quarry LP

CIK 0001965207

$18M2.5M3.15%Q1 2026 05

BOOTHBAY FUND MANAGEMENT, LLC

CIK 0001549230

$16M2.3M0.21%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$14M2.0M0.00%Q1 2026 07

Almitas Capital LLC

CIK 0001596468

$8M1.1M1.75%Q1 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$6M882K0.01%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M849K0.00%Q1 2026 10

Cable Car Capital, LP

CIK 0001699575

$5M650K1.66%Q1 2026 11

Yakira Capital Management, Inc.

CIK 0001584639

$4M505K1.03%Q1 2026 12

Perennial Investment Advisors, LLC

CIK 0001801523

$3M486K0.27%Q1 2026 13

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M456K0.01%Q1 2026 14

COHEN & STEERS, INC.

CIK 0001284812

$2M270K0.00%Q1 2026 15

PFG Investments, LLC

CIK 0001973224

$2M232K0.06%Q2 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M233K0.00%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$2M232K0.00%Q1 2026 18

Baird Financial Group, Inc.

CIK 0001648711

$1M179K0.00%Q1 2026 19

Cetera Investment Advisers

CIK 0001666741

$1M162K0.00%Q1 2026 20

Kovack Advisors, Inc.

CIK 0001728321

$1M149K0.06%Q1 2026

Page 1 of 6

82 more holders available. Log in →